Examples of transactions and assignments the firm has participated in

    • Performed the back office, administrative and accounting functions of 2 large, one $1 billion dollar and one $300 million dollar hedge funds for ROSA (“Restructured Obligations Backed by Senior Assets B.V.”) and ROSA2 (“Restructured Obligations Backed by Senior Assets 2 B.V.”), affiliates of Nomura Securities. 
    • Devised a tax plan and coordinated the appraisal and arbitrated settlement of a real estate portfolio of seven apartment buildings in Manhattan aggregating well into the eight figures.
    • Assisted with the tax planning of a $350,000,000 leveraged buy out of an automotive rental car fleet and related businesses.
    •  Assisted the founder of a start up software company in obtaining $ 30 million dollars in financing and expanding the company to 50 employees before selling it. 
    • Assisted two entrepreneurs in the start up at a software company that grew to 50 employees over 20 years, moved and was reincorporated in Silicon Valley California, and was sold for 25 million dollars. 
    • Assisted a NY business owner in the negotiation and sale of a closely held security company which involved a tax strategy to enable certain employees to benefit as well from the exit strategy. 
    • Assist public clients with record keeping and preparation of financial statements for public filings. Interface with outside auditors. 
    • Assist hedge fund management with annual disclosure to members encompassing appropriate cutoffs for member investments and liquidations. Preparation of tax returns.
    • Assisted large international corporation with a) the acquisition of a small entrepreneurial US start up business, b) expansion of the business, and, c) the negotiation and sale of the business. 
    • Assisted a transportation entrepreneur with the set up, structure and compliance and reporting of a large interrelated group of bus and limousine companies. 
    • Assisted with acquisition and expansion of a group of related automotive dealerships in the Southern United States. This includes continual refinancing of extensive debt on the related real estate. 
    • Assist clients with the conversion of C to S tax status. 
    • Assisted a client by performing the tax research and entity structure to set up an investment partnership in the US that purchased, and operates real estate in Central America. 
    • Assist in the purchase and sale of corporate, partnership, and individual assets and stock ownership’s. 
    • Extensive experience in the preparation of business plans and related cash flow projections for financing purposes. 
    • Assist with the transition of tax domicile out of NY.